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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE -- Ignore unavailable to you. Want to Upgrade?

To: RCMac who wrote (294)	1/31/1999 12:00:00 PM
From: Arthur Radley	Read Replies (3) \| Respond to of 613

Well fellows, it looks like the bottle of wine will be heading to Mike McFarland if the trend after the first month continues: First Months Results Mike McFarland $143,743.58 Brad Anderson 114,827.94 DAK 108,048.52(New Kid on the Block) RCMAC 107,725.86 Scott Davis 105,887.32 MKilloran 104,278.12 TexasDude 104,187.77 Steve Lokness 102,546.34 Harold V 101,892.65 Bald Eagle 98,008.69 Greg U 95,808.31(But Doesn't Include CFGL) Greg, if you could give me the closing price of your Canadian stock, I will refigure the totals. Does anyone have a data base that will allow them to track the 110 stocks represented in the various portfolios. It has taken me nearly 2 hours this morning to calculate the standings. If so, I will provide you the number of shares and beginning prices so that we can get an update much easier than my method.

To: RCMac who wrote (294)	1/31/1999 1:39:00 PM
From: RCMac	Respond to of 613

Another perspective on CORR: Message 7578160 Excerpts: "growth in overall market [for anti-clotting agents] should slow in 1999 with total CNTO sales of $450 million or so, up 25% or so from $360 million reported sales in 1997. CORR/MRK will likely take $50-75 million each leading to a bullish case market size of $600 million (75% CNTO, 13% MRK and 12% CORR - I have to assume MRK will hold slight lead). On a volume basis, assuming 1.5x higher Reo pricing, CNTO would have 67% share to 17% and 16% shares for MRK and CORR.." "CORR will likely do $70 million end-user sales in 1999. This should grow to $150-200 million by 2001. Ramp is slower than expected, but from a small base, this will ultimately be good for CORR." My horseback guess -- and he's looked at this in greater detail than I have -- is that he underestimates CORR's likely market share and overestimates CNTO's, but as a CORR shareholder I'll be happy even if he's exactly right. Notably, the author owns both CNTO and CORR. -- RCM